Forward Deployed Product Manager
Hebbia is an AI platform for institutional finance that lets teams use AI agents to research, analyze, and produce work across complex document and data sets.
Funding history
About Hebbia
Hebbia provides institutional-intelligence software for financial organizations. Its Max and Matrix products support agentic research, analysis, and traceable workflows across firm data and external financial sources.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead customer engagements from problem discovery and success definition through implementation, rollout, and measurable business impact. You will translate customer workflows into requirements, prototypes, and delivery plans; partner with engineers on integrations and AI behavior; validate solutions; and drive adoption. You will work onsite with customers and travel regularly.
Requirements
- Experience shipping software with engineering teams and independently leading customer implementations from discovery through launch and adoption
- Experience delivering for customers under pressure and navigating conflicting stakeholder priorities
- Technical fluency with APIs, integrations, and data systems
- Product and commercial judgment
- Clear communication with executives, end users, and engineers
- Hands-on use of AI tools for prototyping, data analysis, and workflow investigation
- Ability to test solutions, troubleshoot issues, and follow through to successful customer use
- Comfort traveling regularly and working onsite with customers
- Experience with enterprise software deployments, financial services workflows, or AI-powered applications
Responsibilities
- Lead customer discovery, define scope, and agree on measurable success criteria
- Assess opportunities with sales and customer teams and shape feasible initial engagements
- Translate customer needs into requirements, workflow designs, prototypes, and delivery plans
- Partner with engineers on integrations, data access, permissions, AI behavior, and implementation decisions
- Lead delivery relationships with customer stakeholders and manage risks, scope, and priorities
- Validate solutions, define acceptance criteria, and resolve quality and reliability issues before rollout
- Own rollout, user enablement, adoption, and measurement of business outcomes
- Identify reusable patterns across engagements and help turn them into product capabilities and deployment practices
- Work onsite with customers and travel regularly for discovery, implementation, and rollout
Benefits
- Unlimited PTO
- Medical, dental, vision, and 401K insurance
- Catered daily lunch
- DoorDash dinner credit for late work
- Parental leave
- $15K lifetime fertility benefit
- New-hire equity grant